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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,900 | $199,109-62.4% | $173,730-56.9% | $154,746-51.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.62% | 20.02%-16.4pp | 19.96%-16.3pp | 172.34%-168.7pp |
| Employer contribution / active EE | $7,112 | $5,311+33.9% | $4,577+55.4% | $4,379+62.4% |
| Participant deferral / active EE | $12,018 | $7,113+69.0% | $6,326+90.0% | $6,730+78.6% |
| Admin fee / account holder | $120 | $20,916-99.4% | $17,523-99.3% | $14,365-99.2% |